ISO/TC 131/SC 6 Secretariat: BSI 2016-06-06...

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© ISO 2016 Hydraulic fluid power — Filters — Evaluation of differential pressure versus flow Transmissions hydrauliques — Filtres — Évaluation de la perte de charge en fonction du débit ICS: 23.100.60 Reference number ISO/DIS 3968:2016(E) DRAFT INTERNATIONAL STANDARD ISO/DIS 3968 ISO/TC 131/SC 6 Secretariat: BSI Voting begins on: Voting terminates on: 2016-06-06 2016-09-05 THIS DOCUMENT IS A DRAFT CIRCULATED FOR COMMENT AND APPROVAL. IT IS THEREFORE SUBJECT TO CHANGE AND MAY NOT BE REFERRED TO AS AN INTERNATIONAL STANDARD UNTIL PUBLISHED AS SUCH. IN ADDITION TO THEIR EVALUATION AS BEING ACCEPTABLE FOR INDUSTRIAL, TECHNOLOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT INTERNATIONAL STANDARDS MAY ON OCCASION HAVE TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL TO BECOME STANDARDS TO WHICH REFERENCE MAY BE MADE IN NATIONAL REGULATIONS. RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT, WITH THEIR COMMENTS, NOTIFICATION OF ANY RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE AND TO PROVIDE SUPPORTING DOCUMENTATION. To expedite distribution, this document is circulated as received from the committee secretariat. ISO Central Secretariat work of editing and text composition will be undertaken at publication stage.

Transcript of ISO/TC 131/SC 6 Secretariat: BSI 2016-06-06...

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© ISO 2016

Hydraulic fluid power — Filters — Evaluation of differential pressure versus flowTransmissions hydrauliques — Filtres — Évaluation de la perte de charge en fonction du débit

ICS: 23.100.60

Reference numberISO/DIS 3968:2016(E)

DRAFT INTERNATIONAL STANDARDISO/DIS 3968

ISO/TC 131/SC 6 Secretariat: BSI

Voting begins on: Voting terminates on:2016-06-06 2016-09-05

THIS DOCUMENT IS A DRAFT CIRCULATED FOR COMMENT AND APPROVAL. IT IS THEREFORE SUBJECT TO CHANGE AND MAY NOT BE REFERRED TO AS AN INTERNATIONAL STANDARD UNTIL PUBLISHED AS SUCH.

IN ADDITION TO THEIR EVALUATION AS BEING ACCEPTABLE FOR INDUSTRIAL, TECHNOLOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT INTERNATIONAL STANDARDS MAY ON OCCASION HAVE TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL TO BECOME STANDARDS TO WHICH REFERENCE MAY BE MADE IN NATIONAL REGULATIONS.

RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT, WITH THEIR COMMENTS, NOTIFICATION OF ANY RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE AND TO PROVIDE SUPPORTING DOCUMENTATION.

To expedite distribution, this document is circulated as received from the committee secretariat. ISO Central Secretariat work of editing and text composition will be undertaken at publication stage.

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ISO/DIS 3968:2016(E)

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Foreword ........................................................................................................................................................................................................................................ivIntroduction ..................................................................................................................................................................................................................................v1 Scope ................................................................................................................................................................................................................................. 12 Normative references ...................................................................................................................................................................................... 13 Terms and definitions ..................................................................................................................................................................................... 14 Symbols .......................................................................................................................................................................................................................... 2

4.1 Letter symbols ......................................................................................................................................................................................... 24.2 Graphical symbols ................................................................................................................................................................................ 2

5 Operational characteristics to be tested ...................................................................................................................................... 26 Filter to be tested ................................................................................................................................................................................................. 3

6.1 Filter type .................................................................................................................................................................................................... 36.2 Filter element ........................................................................................................................................................................................... 3

7 Test equipment....................................................................................................................................................................................................... 37.1 General indications.............................................................................................................................................................................. 37.2 Pump ................................................................................................................................................................................................................ 37.3 Reservoir ...................................................................................................................................................................................................... 37.4 Temperature control .......................................................................................................................................................................... 47.5 Clean-up filter .......................................................................................................................................................................................... 47.6 Sampling valve ......................................................................................................................................................................................... 47.7 Mounting of filter .................................................................................................................................................................................. 57.8 Test fluid ....................................................................................................................................................................................................... 6

8 Measurements ......................................................................................................................................................................................................... 68.1 Pressure measurement .................................................................................................................................................................... 68.2 Temperature measurement ......................................................................................................................................................... 88.3 Kinematic viscosity measurement ......................................................................................................................................... 88.4 Flow rate measurement .................................................................................................................................................................. 88.5 Fluid cleanliness measurement ................................................................................................................................................ 98.6 Accuracy of measuring instruments and test conditions ................................................................................... 9

9 Procedure..................................................................................................................................................................................................................... 99.1 Pipework correction........................................................................................................................................................................... 99.2 Cleanliness of test circuit ............................................................................................................................................................... 99.3 Characteristics of the filter housing (filter type 6.1.3) ......................................................................................... 99.4 Characteristics of the filter assembly (filter type 6.1.3) ...................................................................................109.5 Characteristics of the filter element only (filter type 6.1.3)..........................................................................109.6 Characteristics of the head and spin-on (filter type 6.1.2) ............................................................................109.7 Characteristics of the spin-on (filter type 6.1.1) ..................................................................................................... 119.8 Characteristics of the bypass valve ..................................................................................................................................... 11

9.8.1 Preliminary installation .......................................................................................................................................... 119.8.2 Determination of full flow rate characteristics ...................................................................................119.8.3 Determination of opening pressure .............................................................................................................119.8.4 Determination of closing pressure ................................................................................................................119.8.5 Measurement of leakage rate ............................................................................................................................. 12

10 Presentation of results ................................................................................................................................................................................1211 Identification statement (reference to this International Standard) .................................................................14Annex A (informative) Introduction to the Power Loss Equation and Method to calculate .....................15Bibliography .............................................................................................................................................................................................................................17

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Contents Page

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Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 3968 was prepared by Technical Committee ISO/TC 131, Fluid power system, Subcommittee SC 6, Contamination control.

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Introduction

In hydraulic fluid power systems, power is transmitted and controlled through a fluid under pressure circulating within a closed circuit. Filters maintain the cleanliness of the fluid by retaining the insoluble contaminants.

Hydraulic filters normally include a housing that serves as the pressure-containing vessel to direct the flow of fluid through a filter element that separates contaminants from the test fluid.

This standard foresees the possibility to test spin-on filters in which the replaceable unit does or does not include a filter head.

In operation, fluid flowing through a filter meets resistance due to kinetic and viscous effects. The pressure required to overcome this resistance and to maintain flow is known as the differential pressure. The differential pressure is the total pressure difference observed between the filter inlet port and outlet port and represents the sum of the losses recorded in the housing and filter element.

Factors which affect clean filter differential pressure are fluid viscosity, fluid specific gravity, flow rate, filter element media type and construction, as well as housing design.

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1 Scope

This International Standard specifies a procedure for evaluating differential pressure versus flow characteristics of hydraulic filters and constitutes a basis for agreement between the filter manufacturer and user.

It also specifies a method for measurement of the differential pressure generated at different flow rates and viscosities by the relevant parts of a filter assembly, spin-on and any valves contained within the filter which are in the flow stream. The typical types of filter to be tested are as follows:

Type 1: which are spin-on filters in which the replaceable unit does not include a filter head (it might or might not include the element by-pass valve)

Type 2: which are spin-on filters in which the replaceable element is tested together with a filter head (it might or might not include the element by-pass valve)

Type 3: which are filter assembly, usually of the replacement element type, that is the housing (head and bowl) and element

2 Normative references

The following documents, in whole or in part, are normatively referenced in this document and are indispensable for its application. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 1219-1, Fluid power systems and components — Graphical symbols and circuit diagrams — Part 1: Graphical symbols for conventional use and data-processing applications

ISO 3448, Industrial liquid lubricants — ISO viscosity classification

ISO 4021, Hydraulic fluid power — Particulate contamination analysis — Extraction of fluid samples from lines of an operating system

ISO 4406, Hydraulic fluid power — Fluids — Method for coding the level of contamination by solid particles

ISO 5598, Fluid power systems and components — Vocabulary

ISO 16889, Hydraulic fluid power — Filters — Multi-pass method for evaluating filtration performance of a filter element

ISO 6415, Internal combustion engines — Spin-on filters for lubricating oil — Dimensions

3 Terms and definitions

For the purposes of this document, the definitions given in ISO 5598 and the following apply:

3.1filter rated flow rateflow rate recommended by the filter manufacturer for a specified kinematic viscosity.

DRAFT INTERNATIONAL STANDARD ISO/DIS 3968:2016(E)

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3.2viscosity indexempirical measure of the viscosity/temperature characteristics of a fluid.

Note 1 to entry: The smaller the change in viscosity within a given temperature range, the higher the viscosity index.

3.3differential pressuredifference between the tested component inlet and outlet pressures under specified conditions.

3.4rest conductivityelectrical conductivity at the initial instant of current measurement after a d.c. voltage is impressed between electrodes

Note 1 to entry: It is the reciprocal of the resistance of uncharged fluid in the absence of ionic depletion or polarization.

4 Symbols

4.1 Letter symbols

The letter symbols used in this standard are shown in Table 1.

Table 1 — Letter symbols

Symbol Unit Description or explanationqV litres per minute Test volume flow rateqR litres per minute Filter rated volume flow ratep kilopascals Static pressurep1 kilopascals Static pressure measured upstream of the filterp2 kilopascals Static pressure measured downstream of the filterΔp kilopascals Differential pressure (Δp = p1 − p2)D millimetre Internal pipe diameter

4.2 Graphical symbols

The graphical symbols used in this standard are in accordance with ISO 1219-1.

5 Operational characteristics to be tested

Filters installed on a closed circuit generate a pressure drop that reduces the effective oil pressure available to the working parts.

In order to ensure an adequate oil pressure to the working parts, it is customary for the filter to be designed to pass its full rated flow with no more than a specified differential pressure. The tests specified in this part of ISO 3968 measure the differential pressure across a complete filter, in a clean condition, over the whole range of oil flow rates.

The differential pressure across the filter is due to the pressure at the inlet and outlet of the filter, including any casting or adaptor which is part of the filter assembly, and at the anti-drain back valve, if one is fitted, as well as to the differential pressure across the filter element itself. For some purposes, it is necessary to know the differential pressure across the filter alone, for example in assessing the performance of the element in the case of some combinations of filter medium and contaminant. In

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addition to the tests indicated above, the tests specified measure the differential pressure across a clean filter element over the whole range of oil flow rates.

6 Filter to be tested

6.1 Filter type

6.1.1 Type 1: spin-on filters in which the replaceable unit does not include a filter head (it might or might not include the element by-pass valve)

6.1.2 Type 2: spin-on filters in which the replaceable element is tested together with a filter head (it might or might not include the element by-pass valve)

6.1.3 Type 3: filter assembly, usually of the replacement element type, that is the housing (head and bowl) and element

6.2 Filter element

The filter element for the test shall be unused. Test liquid and the test rig shall be cleaned in accordance 9.2.

7 Test equipment

7.1 General indications

A suitable test rig consists of a pump, a reservoir, a clean-up filter, the filter under test and, if required, a heat exchanger and appropriate heat source for temperature control, together with all the necessary equipment for measuring the pressure, the flow rate, the temperature and the fluid cleanliness level (see 8.5). Figure 1 shows a typical test rig in schematic form.

The test rig shall be constructed so that it does not contain dead legs or zones or quiescent areas where contaminant can settle out and re-entrain later during the test.

When testing return filters to be half-immersed in the reservoir, the test equipment located downstream of the test filter in Figure 1 (flow meter, heat exchanger (counter pressure valve is not necessary)) shall be located upstream of the test filter.

7.2 Pump

Use a pump with a flow rate equal to or greater than the maximum flow rate required for the test. The delivery pressure shall be sufficient for pumping the required flow through the filter under test and for supplying simultaneously the clean-up filter and the remainder of the rig. A device shall make it possible to continuously vary the flow rate from zero to maximum. Pressure ripple shall be suppressed, if required, to guarantee pressure readings with the required accuracy.

7.3 Reservoir

Use a reservoir with a conical bottom; minimum volume expressed in litres should be equal to the maximum flow rate in litres per minute scheduled for the test. It should be designed to eliminate air entrainment (for example by means of a return of the fluid beneath the test fluid surface) and ingression of airborne contamination.

Note: Lower volumes increase the likelihood of air entrainment.

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7.4 Temperature control

Use a heat exchanger and appropriate heat source to control the temperature measured upstream of the filter under test to the required value with an accuracy conforming to Table 2.

7.5 Clean-up filter

Use a clean-up filter with a filtration ratio (see ISO 16889) greater than that of the filter under test, so that no measurable increase in differential pressure of the filter under test due to partial blocking can occur.

7.6 Sampling valve

To verify fluid cleanliness, equip the circuit with a sampling valve in accordance with ISO 4021. The sample point shall allow connection of an on-line monitor or extraction of a fluid sample for off-line analysis.

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Key1 Reservoir 8 Differential pressure transducer or two single pressure transducers to

measure the differential pressure2 Variable flow pump 9 Flow meter3 Clean-up filter 10 Counter pressure regulating valve4 Sampling valve 11 Heat exchanger5 Thermometer 12 Bypass flow regulating valve6 Filter under test 13 Differential pressure transducer or two single pressure transducers to

measure the differential pressure across the spin-on filter – element7 Absolute pressure transducer

Figure 1 — Example of a test circuit suitable for measuring the differential pressure versus flow rate characteristics of filter assemblies and spin-on filters

7.7 Mounting of filter

7.7.1 In the case of the types of filter indicated in 6.1.1, a special test head is required, and a typical example is shown in Figure 2. The differential pressure across the complete filter assembly or element shall be measured in accordance with 8.1.1.

7.7.2 In the case of the types of filter indicated in 6.1.2 and 6.1.3, mount the filter on the test rig in the normal orientation. Use the correct sizes of standard unions to connect the filter. Use pipes between the filter and the pressure measuring points maintaining the same internal diameters as the unions. Take the differential pressure across the filter in accordance with 8.1.2.

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7.8 Test fluid

The type of test fluid shall be either that agreed with the customer, one recommended by the filter manufacturer or a fluid with standard properties. The fluid used shall be reported in the report sheet (see Clause 10).

If it is a fluid with standard properties, it should be a mineral oil with few additives and the following characteristics:

— viscosity grade VG 32 in accordance with ISO 3448;

— viscosity index 95 to 105 in accordance with ISO 2909;

— mass density of 850 kg/mContinue-1 3 to 900 kg/mContinue-1 3 in accordance with ISO 3675.

Caution should be exercised when testing fine filters (β10 > 75) on hydraulic fluids with viscosity index improvers at lower temperatures (< 30 °C), as the additives can be temporarily removed and can partially block the element.

Without specific requirement, the viscosity should be set at 32 mm2/s.

Note: Verify that the rest conductivity of the test fluid is maintained within the range of 1 000 pS/m to 10000 pS/m (see ASTM D4308-95). If it is outside this range, either add anti-static agent to increase the conductivity or more new fluid to reduce it.

8 Measurements

8.1 Pressure measurement

8.1.1 Measure the differential pressure upstream and downstream of the filter under test using a differential pressure transducer or two gauge pressure transducers with an accuracy conforming to Table 2.

Note Errors from two gauge transducers are cumulative and the combined error must be used to determine accuracy.

8.1.2 In the case of the types of filter indicated in 6.1.1, the differential pressure across the complete filter assembly shall be measured using the pressure tappings marked A and B with C removed (see

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Figure 2). The differential pressure across the filter element shall be measured using an inlet pressure tapping marked A and the outlet pressure probe marked C (see Figure 2).

Key1 Inlet pressure tapping ‘A’ made directly to inlet annulus5 Outlet pressure tapping ‘B’2 Inlet connection 6 Face dimensions and thread in accordance with

ISO 6415, or to suit filter under test3 Filter element outlet pressure tapping ‘C’ 7 Tube ϕ 3 mm outside, ϕ 1,5 mm inside4 Outlet connection

Note 1 d = 10 mm, 14 mm, 24mm or 28 mm depending on diameter of filter outlet

Figure 2 — Typical special test head for spin-on cartridge filters in which the replaceable unit does not include a filter head (type 1)

8.1.3 In the case of the types of filter indicated in 6.1.2 and 6.1.3, the pressure points shall be of the truncated end type (see Figure 3) and placed on pipework without any hydraulic irregularity (for example union, valve, bend) over a length not less than 10 D upstream and 5 D downstream of the measuring point.

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NOTE The connecting lines to pressure transducers and gauges should be bled of air before testing.

Key1 No burr2 Weld3 Flowa See 4.1 Table 1

Figure 3 — Typical design of pressure taps with a truncated end

8.2 Temperature measurement

Measure the temperature of the fluid upstream of the filter using a temperature gauge immersed directly in the fluid stream. Adjust the fluid temperature so that the viscosity remains within the target value limits specified in Table 2.

8.3 Kinematic viscosity measurement

Determine the viscosity and report the measuring technique used.

NOTE Viscosity should be determined in accordance with a national standard.

8.4 Flow rate measurement

Use a flow rate meter with a measurement range compatible with the range of flow rates to be measured during the test and an accuracy conforming to Table 2.

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8.5 Fluid cleanliness measurement

Determine the test fluid initial cleanliness level by performing a particle count analysis either on line using an automatic particle counter, or off line on a sample extracted from the system in accordance with ISO 4021 and using a counting method approved by ISO. Report the result in accordance with ISO 4406 on the data sheet.

8.6 Accuracy of measuring instruments and test conditions

The accuracy of the measuring instruments and the test conditions shall conform to the limits specified in Table 2.

Table 2 — Accuracy of measuring instruments and test conditions

Test parameter SI unit Instrument accuracy (of actual value)

Permitted variations in test conditions

(of target value)Differential pressurea kPa ± 2 % —Gauge pressurea kPa ± 2 % ± 5 %Test flow rate L/min ± 2 % ± 5 %Kinematic viscosityb mm2/s ± 2 % ± 5 %Temperature °C ± 0,1 °C —Conductivity pS/m ± 10 % 1000 to 10000a 100 kPa = 1 barb 1 mm2/s = 1 cSt (centistoke)

9 Procedure

9.1 Pipework correction

In place of the filter under test, install a pipe with the same diameter as that of the test rig pipework. Determine the flow rate versus differential pressure characteristic curve of the measurement section between zero and the maximum flow rate scheduled for the testing of the filter in 0,2qR increments. The test fluid shall have the same viscosity as that used in 9.3, 9.4, 9.5 and 9.6.

9.2 Cleanliness of test circuit

Install the housing of the filter under test without its filter element (6.1.3) or a head and its empty spin-on (without internal element, 6.1.1 – 6.1.2 and start the pump to obtain a flow rate of approximately the maximum flow rate scheduled for the test. Let the fluid circulate to allow the temperature to stabilize and until the required fluid cleanliness level is achieved. The fluid cleanliness level should be selected to suit the grade of filter tested and not to contribute to blockage. Bleed the circuit to eliminate any entrained air if required.

When the required cleanliness level is achieved, report in the test report and if necessary bypass the clean-up filter.

In the case of change of the test fluid, ensure that no residual fluid can mix with the new fluid, by completely flushing the test stand.

9.3 Characteristics of the filter housing (filter type 6.1.3)

9.3.1 Prior to determining the differential pressure of the filter housing without a filter element as a function of the flow rate, ensure that exclusion of the filter element does not cause any flow perturbation. If there is flow perturbation, replace the filter element with a substitute element that creates a flow

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path as identical as possible to that caused by the filter element. The section for passage through the substitute element shall be as large as possible to reduce pressure drop. Record in the test report the characteristics of the filter housing with the substitute element as those of the filter housing and identify that a substitute element was used.

9.3.2 If the filter housing is equipped with a bypass valve, immobilize it in the closed position during the test.

9.3.3 Adjust the test flow rate qV to 0,2qR. Record Δp and temperature.

9.3.4 Repeat these operations for increasing flow rate values corresponding to increments of 0,2qR up to 1,2qR. Repeat the procedure for decreasing values of qV.

9.3.5 For each flow rate increment, calculate and record the differential pressure of the filter housing, as well as the end of test temperature, and calculate the average of the ascending and descending sets of results.

9.3.6 In order to obtain the characteristic curve of the housing only, subtract the pipework correction values measured in 9.1 from the averaged values calculated in 9.3.5.

9.4 Characteristics of the filter assembly (filter type 6.1.3)

9.4.1 Verify that the required cleanliness level is achieved and that the bypass valve is blocked before installing the element into the test housing.

9.4.2 Initiate the flow at its lowest flow rate to evacuate the air from the filter housing and circuit.

9.4.3 Repeat 9.3.3 to 9.3.5 taking care to use the same flow rate increments.

9.4.4 If required, repeat the tests in 9.4.3 with the complete filter equipped with its bypass free to operate.

9.5 Characteristics of the filter element only (filter type 6.1.3)

Calculate the differential pressure generated by the filter element only by deducting the values obtained with the housing (9.3.5) from those measured on the filter housing together with its filter element (9.4).

9.6 Characteristics of the head and spin-on (filter type 6.1.2)

9.6.1 Verify that the required cleanliness level is achieved and that the bypass valve is blocked before installing the head and spin-on on the circuit.

9.6.2 Initiate the flow at its lowest flow rate to evacuate the air from the filter and circuit.

9.6.3 Repeat 9.3.3 to 9.3.4 taking care to use the same flow rate increments.

9.6.4 For each flow rate increment, calculate and record the differential pressure of the filter, as well as the end of test temperature, and calculate the average of the ascending and descending sets of results.

9.6.5 If required, repeat the tests in 9.6.3 with the complete filter equipped with its bypass free to operate.

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9.7 Characteristics of the spin-on (filter type 6.1.1)

9.7.1 Verify that the required cleanliness level is achieved and that the bypass valve is blocked before installing the spin-on on the circuit.

9.7.2 Repeat 9.6.2 to 9.6.3.

9.7.3 For each flow rate increment, calculate and record the differential pressure of the spin-on, as well as the end of test temperature, and calculate the average of the ascending and descending sets of results.

9.7.4 If required, repeat the tests in 9.7.2 with the spin-on equipped with its bypass free to operate.

9.8 Characteristics of the bypass valve

9.8.1 Preliminary installation

For these tests, a means of activating the bypass filter is required, for example a “solid” element or a plug in the element attachment post. The integrity of the arrangement used should be confirmed to avoid leakage.

Activate the bypass valve and install the blocked filter.

Increase the system flow to actuate the bypass valve and bleed all air from pressure transducers or gauges.

Increase the system flow to rated flow and back to zero. If required, bleed the differential pressure again to zero. Repeat this step twice more to ensure that all valve parts are aligned and lubricated.

9.8.2 Determination of full flow rate characteristics

9.8.2.1 Determine the bypass valve differential pressure versus flow rate characteristics as specified in 9.3.3 to 9.3.5.

9.8.2.2 Determine the characteristics of the valve by subtracting the pipe work correction values obtained in 9.1. Plot the results for increasing and decreasing pressure, as shown in Figure 3, and average the results.

9.8.3 Determination of opening pressure

9.8.3.1 Open the valve (Figure 1.12) and gradually increase the pressure upstream of the test bypass valve by either slowly increasing the pump output or by closing the valve, until the flow rate reaches about 0,5 %, 1 %, 2 % and 5 % of qR. Record the exact values of flow rate and pressure.

9.8.3.2 Combine the results from 9.8.2.2 and 9.8.3.1 and plot the curve ‘pressure versus flow rate’ and graphically determine the opening pressure as corresponding to 1 % of the flow rate.

9.8.3.3 Repeat 9.8.3.1 and 9.8.3.2 twice and average the results of the opening pressure values.

NOTE If these measurements are made impossible due to the unsteady opening/closing, the opening/closing pressure is the one corresponding to the lowest measurable flow rate. Report this value.

9.8.4 Determination of closing pressure

9.8.4.1 Start the test by setting the flow rate at about 15 % of qR and gradually reduce the flow rate to about 5 %, 2 %, 1 % and 0,5 % of qR. Record the exact values of flow rate and pressure.

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ISO/DIS 3968:2016(E)

9.8.4.2 Plot the curve ‘pressure versus flow rate’ and graphically determine the closing pressure as corresponding to 1 % of the flow rate.

9.8.4.3 Repeat 9.8.4.1 and 9.8.4.2 twice and average the results of the closing values.

NOTE If these measurements are made impossible due to the unsteady opening/closing, the opening/closing pressure is the one corresponding to the lowest measurable flow rate. Report this value.

9.8.5 Measurement of leakage rate

9.8.5.1 Disconnect the pipe downstream of the filter under test and install an appropriate means for measuring low flow rates (for example a range of measuring cylinders to maximize measurement accuracy and a chronometer). When testing immersed return filters, use a proper funnel to collect leaking fluid in a cylinder.

9.8.5.2 Open the valve (Figure 1.12) so that the flow is directed back to the reservoir and start the pump at its slowest rate. Gradually close the valve until the upstream pressure is equal to about 25 % of the opening pressure determined in 9.8.3. If leakage occurs, record the time for a suitable leakage volume of at least 25 ml.

9.8.5.3 Measure the leakage rate when the applied upstream pressure is 50 %, 75 %, 100 % and 120 % of the opening pressure. If the valve opens with little increase in pressure beyond the opening pressure, limit the measurement of flow rate to 3 l/min.

9.8.5.4 Repeat 9.8.5.2 and 9.8.5.3 for decreasing pressure values. Plot the results for increasing and decreasing pressure and average the results.

10 Presentation of results

The report sheet shall present, at least, the information listed in Table 3. Plot the corrected values of Δp against qV for element (see 9.5), housing (see 9.3.6) and bypass valve (see 9.8.2.2) as shown in Figure 4.

Indicate clearly any deviation with respect to the method used in this standard.

Table 3 — Report sheet

Test laboratory: Test date: Operator:

FILTER AND ELEMENT IDENTIFICATION

Element identification: Housing identification:Spin on: YES / NO Filter rated flow rate (L/min) qR:Substitute element: YES / NO Description:

OPERATING CONDITIONS

Test fluidType: Ref: Batch no.:Viscosity at the test temperature (mm2/s): Temperature (°C):Initial cleanliness level: ISO 4406 code

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TESTS RESULTS

Differential pressure versus flow rateAverage Δp (kPa)

Flow ratio (qV/qR)

0,2 0,4 0,6 0,8 1,0 1,2

Filter assemblyFilter housingFilter elementBypassBypass valve characteristicsOpening pressure (kPa): flow rate (L/min)Closing pressure (kPa): flow rate (L/min)Leakage rate

% opening pressure Pressure (kPa)

Average leakage rate (ml/min)

5075

100120

Key1 Bypass valve (see 9.8)2 Housing and element or head and spin-on (see 9.4 or 9.6)3 Housing (see 9.3)4 Element or spin-on (see 9.5 or 9.7)

Figure 4 — Examples of curves of differential pressure versus flow rate of a filter component (filter housing, filter housing & element or filter head & spin-on, element or spin-on and

bypass valve)

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11 Identification statement (reference to this International Standard)

For manufacturers who have chosen to conform to this standard, it is strongly recommended to use the following identification statement in their test reports, catalogues and sales literature:

“Evaluation of differential pressure versus flow characteristics in accordance with ISO 3968:XXXX, Hydraulic fluid power — Filters — Evaluation of differential pressure versus flow characteristics.”

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ISO/DIS 3968:2016(E)

Annex A (informative)

Introduction to the Power Loss Equation and Method to calculate

A.1 Background

Differential Pressure can also be quantified as power loss. For hydraulic components, any energy converted into internal energy (such as heat generated by friction) is seldom recoverable. Consequently, it becomes a portion of the power loss.

A.2 Terms and Definition

A.2.1 - power loss - the unrecoverable internal energy consumed by friction calculated in watts based on the formula: power loss (watts) = .01667 (Δ p) q.

Where Δp is in kPa and q is in L/min.

A.3 Method to present

Power loss versus flow rateAverage power loss (watts)

Flow ratio (qV/qR) 0,2 0,4 0,6 0,8 1,0 1,2Filter assemblyFilter housingFilter elementBypass

The above table can be appended onto table 3 of the ISO 3968 standard and calculated values for power loss can be added based on the formula: power loss (watts) = .01667 (Δ p) q.

Power loss can also be expressed graphically as shown on the following page.

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Key1 Bypass valve (see 9.8)2 Housing and element or head and spin-on (see 9.4 or 9.6)3 Housing (see 9.3)4 Element or spin-on (see 9.5 or 9.7)

Figure 5 — – Examples of calculated power loss versus flow rate of a filter component (filter housing, filter housing & element or filter head & spin on, element or spin on and bypass valve)

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Bibliography

[1] ISO 9110-1, Hydraulic fluid power — Measurement techniques — Part 1: General measurement principles

[2] ISO 9110-2, Hydraulic fluid power — Measurement techniques — Part 2: Measurement of average steady-state pressure in a closed conduit

[3] ISO 2944, Fluid power systems and components — Nominal pressures

[4] ASTM D4308-95, Standard test method for electrical conductivity of liquid hydrocarbons by precision meter

[5] ISO 2909, Petroleum products — Calculation of viscosity index from kinematic viscosity

[6] ISO 3675, Crude petroleum and liquid petroleum products — Laboratory determination of density — Hydrometer method

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